Who Owns XIMR?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$31.49
-0.07 (-0.22%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
12
Total Inst. Value
$20.4M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
3
Closed Positions
4
Increased
6
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cetera Investment Advisers | $17.5M | 567,465 |
| 2 | Castleview Partners, LLCNew | $738K | 23,998 |
| 3 | Rockefeller Capital Management L.P. | $715K | 23,254 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $450K | 14,624 |
| 5 | FSB PREMIER WEALTH MANAGEMENT, INC. | $316K | 10,280 |
| 6 | Accel Wealth ManagementNew | $262K | 8,510 |
| 7 | Cambridge Investment Research Advisors, Inc. | $211K | 6,846 |
| 8 | BARCLAYS PLC | $147K | 4,777 |
| 9 | Capital Investment Advisory Services, LLC | $52K | 1,700 |
| 10 | UBS Group AG | $31K | 1,007 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cetera Investment Advisers | +85K | $17.5M |
| Castleview Partners, LLCNew | +24K | $738K |
| Rockefeller Capital Management L.P. | +1K | $715K |
| ENVESTNET ASSET MANAGEMENT INC | +1K | $450K |
| Accel Wealth ManagementNew | +9K | $262K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | -4K | $316K |
| BARCLAYS PLC | -1K | $147K |
Frequently Asked Questions
How many institutional investors hold XIMR?
As of Q1 2025, 12 institutional investors report holding XIMR (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most XIMR?
The largest institutional holder of XIMR is Cetera Investment Advisers with $17.5M in shares.
Are institutions buying or selling XIMR?
This quarter, 3 institutions opened new positions in XIMR and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.